Your customers
See everyone who bought from you, contact them, fix their name and keep a note.
On this page
- What it is
- Find it
- Every setting
- Customers
- Search
- Recent, Most orders and Owe you
- The customer's page
- Name
- Call, WhatsApp and Viber
- Orders, Spent and Last
- Owes you
- Note · shows on their next order
- Orders · both channels
- Who can use it
- Common mistakes
- A customer shows a phone number, not a name
- Someone is missing from my list
- Call, WhatsApp and Viber do not work
- Orders says 4, but I see 5 orders
- My note is gone
- Tip
What it is
Customers is a list of the people who buy from you. Each person has their own page. It shows their orders, what they spent, what they owe you and a note. Use it to reach a customer, or to remember what they like.
Find it
If you are the owner or a senior manager:
- Tap Insights in the bar at the bottom.
- Tap Customers in the row of tabs at the top.
- Scroll to the bottom.
- Tap All customers.
If you are a manager, you do not have the Insights tab. Open a customer's page from one of their orders:
- Tap Orders in the bar at the bottom.
- Tap an order with a customer's name.
- Scroll down to Customer.
- Tap See customer. The customer's page opens.
- To see everyone, tap Customers at the top left.
If the order has no Customer part, pick another order.
The Counter is the screen for selling to someone standing in front of you. Its tab is called POS. After a Counter sale with a customer, you can tap See customer on the Sale complete sheet. See Add a customer to a Counter sale.
On a computer, Insights is in the bar on the left. On a wide computer screen, Customers is also under Shortcuts in that bar.
If you are the owner and do not see Insights, your shop is a free listing. Customers needs a Storefront. See Free listing and Storefront.
Every setting
The list comes first. Then each part of a customer's page, from top to bottom.
Customers
At the top is a green card called "People who bought from you". It says how many customers you have, like "24 customers". Under it is a line like "3 new this month · 5 came back". When people owe you money, it also says something like "2 owe you MVR 600".
Each person in the list shows:
- their initials in a circle. The circle is orange when they owe you money.
- their name. If they have no name yet, you see their phone number. "No name yet" is under it.
- their phone number, how many orders, and when they last ordered. For example, "3 orders · last 5 days ago". It says "no orders yet" if they have none.
- on the right, what they owe you in orange, like "MVR 350". If they owe nothing, a grey label says Online or Counter. It shows where they came from.
Tap a person to open their page.
At the bottom, the app says: "Built from your orders. Online buyers are matched by their number. Counter sales join when you add a customer at Charge."
When nobody has bought from you yet, the page says "No customers yet". People show up after they order from your shop page. A Counter sale adds a person only when you add a customer at Charge.
This list has all your customers, from any day. The Customers tab in Insights only shows the days you pick. See Learn about your customers.
Owners and senior managers can tap Insights at the top left to open Insights again.
Search
Type a name, or part of a phone number, in the Search box. The box says "Search name or number" in grey. If nobody matches, the app says "No one matches that."
Recent, Most orders and Owe you
Tap a button under the search box to sort the list:
- Recent (picked when you start): the latest order first. People with no orders are at the end.
- Most orders: the people with the most orders first.
- Owe you: only people who owe you money, the biggest amount first.
The customer's page
At the top is the customer's name in big letters. If they have no name yet, you see their phone number.
Under the name is their phone number. If there is no name, it says "No name yet". If there is no number, it says "No phone". Then a line like "Customer since Oct 2026 · online and counter". "online" means they ordered from your shop page. "counter" means they bought at the Counter. It can say both.
To go back to the list, tap Customers at the top left.
Name
Fix a name, or add one when a customer only left a number.
- Tap the name at the top of their page. If there is no name, tap the phone number. A sheet called Name slides up. (A sheet is a panel that covers part of the screen.)
- Delete what is in the Customer name box.
- Type their name. For example, Aisha.
- Tap Save. The app says "Saved".
The new name shows in Customers, in your credit book and under Customer on their order pages. The order cards on your order board keep the name the customer typed when they ordered.
To close the sheet without saving, tap the X at the top right.
Call, WhatsApp and Viber
Under the name are three green buttons:
- Call opens your phone with their number ready.
- WhatsApp opens a WhatsApp chat with them.
- Viber opens a Viber chat with them.
If the buttons are pale, the app has no phone number for this customer.
Customers seea call or a message from your own phone, WhatsApp or Viber.
Orders, Spent and Last
Three boxes show these words in capital letters:
- Orders: how many orders they made.
- Spent: how much they spent in all, like MVR 900.
- Last: when they last ordered, like "today", "yesterday", "5 days ago" or "12 Oct". It says "Never" if they have no orders.
At the bottom of the page, the app says: "Same numbers as the board. Cancelled orders are not counted."
Owes you
The credit book is your list of who owes you money. If the customer owes you money there, an orange bar shows. It says something like "Owes you MVR 350".
- Tap Credit book on the right of the bar. The credit book opens.
- Tap their name under Who owes you. You see what they took and paid.
To write down a payment, see Record a payment in the credit book. To learn the book, see Keep a credit book.
You can also come here from the credit book. Tap the person. Tap the round button with three dots at the top right. Then tap Open customer profile. See Fix a mistake in the credit book.
Note · shows on their next order
Write something your team should remember. For example, "Likes extra chilli" or "Call before you deliver".
- Tap the box under Note · shows on their next order.
- Type your note.
- Tap anywhere outside the box. The app says "Saved".
There is no Save button. To delete the note, clear the box and tap outside it.
Under the box, the app says: "Only you and your staff see this." Customers never see it.
The first line of the note shows on this customer's order cards on your order board. If a card has other notes too, your note has the word Customer in front. The whole note shows on the order page, under Customer, after the word Note. See Everything on an order page.
Orders · both channels
This card lists their orders, from your shop page and the Counter. The newest is at the top. The number on the right says how many.
- An order from your shop page shows its number in a green square. Next to it is a line like "Online · Delivery". Instead of Delivery, it can say Pickup, Ferry, Air cargo or Dine-in.
- A Counter sale shows a small picture of a cash till. Next to it is a line like "Counter · cash". Instead of cash, it can say credit, transfer or card.
- Under that line, a smaller line shows the day, if it is paid, and how many items. For example, "12 Oct · paid · 3 items". It can also say unpaid, on credit or cancelled.
- The amount is on the right. For a cancelled order, the amount is crossed out.
Tap an order to open it. If there are none, the card says "No orders yet."
Who can use it
The owner, senior managers and managers can open Customers and use everything on a customer's page. Staff cannot open Customers.
Customers needs a Storefront. It is not part of the free listing.
Common mistakes
A customer shows a phone number, not a name
The customer has no name saved yet. Open their page and tap the number at the top. Delete the number in the Customer name box. Type their name. Then tap Save.
Someone is missing from my list
- Look at the buttons under the search box. Owe you only shows people who owe you. Tap Recent to see everyone.
- Clear the Search box.
- A Counter sale only adds a customer when you add one at Charge. See Add a customer to a Counter sale.
Call, WhatsApp and Viber do not work
There is no phone number for this customer, so the buttons are pale. Their page says "No phone" under the name. You cannot add a number on this page.
Orders says 4, but I see 5 orders
One of the orders is cancelled. Cancelled orders stay under Orders · both channels, with the amount crossed out. They are not counted in Orders and Spent.
My note is gone
The note saves when you tap outside the box. Wait for "Saved" before you leave the page. If you see "Could not save. Try again.", check your internet. Then tap the box, and tap outside it again. If you already left the page, type the note again.
Tip
Put the most important thing on the first line of the note, like "Call before you deliver". Only the first line shows on the order card. Keep it short, so it fits. Your team sees it before they pack the order.